Financial Operations Associate

Overview

Connecting clients to markets – and talent to opportunity

 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

 

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

 

Business Segment Overview

Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Responsibilities

Position purpose: Client Financial Operations is an important and instrumental part of our operations since it serves as the function of client funds management. Our goal and mission are to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with Sales, Client Services and Compliance teams to ensure customer transactions are done in a timely and accurate manner to ensure a positive client experience

 

Responsibilities:

• Support back office operations in processing customer transactions (deposits, withdrawals, transfers).
• Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks).
• Learn various banking systems to facilitate all functions of treasury operations.
• Help the firm manage risks associated with financial transactions.
• Keep team management informed of processing issues and red flags.
• Manage and fulfill internal projects or other individual tasks as delegated.
• Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our client treasury process

Qualifications

Qualifications:

• Bachelor’s Degree in related field.
• Computer proficiency in Microsoft Windows environment.
• Superior customer service skills
• Proven ability to effectively work among a solution driven team.
• Proven organizational and prioritization skills.
• Ability to multitask and be a proactive team player.
• Must be able to effectively & efficiently self-manage to meet deadlines and client SLA under pressure in a high-volume vigorous environment.
• Must have a strong passion to learn Financial Operations and Global Banking.
• Prior operational/back office, customer service or related experience a plus.
• Flexibility in schedule is a must